Convert and merge CRM leads
Goal
Move leads through qualification, convert them to customers, merge duplicates, or route to a sales team.
Who it is for
Clerk / manager with crm.manage.
Preconditions
- Lead not already Converted / Merged for convert/merge.
- CRM Options may require email, phone, and/or company before convert.
- At least one usable pipeline stage if Open an opportunity is checked.
Steps — status progression
- Open the lead. Set status through New, Contacted, Qualified, or Unqualified (tenant labels; lifecycle keys fixed).
- Log calls/meetings/tasks from the timeline as you work the lead.
Steps — Convert
- Choose Convert. Hint: Converting creates a customer and, optionally, an opportunity.
- Optionally check Open an opportunity, pick Stage and Title (defaults follow Options
convert_creates_opportunity). - Confirm. System creates a party (organization if Company set, else person), reuses an active party when dedupe matches email, marks the lead Converted, and may open an opportunity using est. value/currency.
Steps — Merge / route
- Merge lead: pick another lead to absorb; neither may be converted; cannot merge into self.
- Route to team: choose a sales team that has members.
Result
Converted lead links to converted_party_id (and optional opportunity). Pipeline work continues on the opportunity.
Hard stops (422)
| Condition | Message (EN) |
|---|---|
| Already converted | This lead has already been converted. |
| Email/phone/company required by Options | Tenant convert_*_required messages |
| Opportunity requested, no stage | No pipeline stage is available… |
| Merge self / converted | lead_merge_self / lead_merge_converted |
| Team empty | The selected team has no members… |